Reports

1. Dashboard overview

The Dashboard is BEHCA's main reporting view for a single person. It charts and summarizes what's been tracked for the profile you've selected, so you can spot trends at a glance. It's one of the tabs under Analyze (alongside Audit Log and, where enabled, MAR Reporting). Who can see it Anyone with access to the profile can open its Dashboard — staff, guests, managers, and billing users alike. You're always looking at the one profile currently selected in the profile switcher; to report on someone else, switch profiles first. Where to find it On the web 1. Select the profile in the profile switcher (top bar). 2. Open Analyze in the top menu. 3. Choose Dashboard. On mobile Tap the Analyze tab (it may read Analyse in Australian English) and open the dashboard for the current profile. Mobile shows the frequency and duration charts for the profile — not the overall trend or the Multi/Line graph you get on the web. What you'll see Across the top of the page you have a date range picker with an Update button, the Dashboard / Audit Log / MAR Reporting tabs, and (if your plan includes exporting) an Export PDF button. Below that, the dashboard stacks several charts: - Overall trend — a high-level summary line showing the profile's recent direction. Web only. - Frequency and duration — how often things happened and how long they lasted, side by side. You choose which categories appear using the category filters below the charts (see next section). These show on both web and mobile. - Multi Graph / Line Graph — a larger combined chart you can switch between two views. Multi Graph also has a timer control to narrow the time-of-day window and a toggle to show bubble charts as scatterplots. This combined graph is web only. The mobile app doesn't show the same charts as the web — it focuses on the frequency and duration charts, not the overall trend or the Multi/Line graph. Category filters Below the frequency/duration charts are filter buttons that turn each tracked category on or off. The available categories depend on what your organization tracks and what data exists for the profile, and commonly include: - Behavior categories — for example Desirable Behavior, Warning Behavior, Challenging Behavior, plus Intervention Strategies and any custom behavior categories your organization has added (exact names follow your organization's labels). - Environment — General Environment, Schedule Changes, and External Influences. - Health Challenges — the label your organization uses for this category. - Timed health — Overall Health, Food, and Digestion, when your organization tracks them. Use All / Clear to turn every filter on or off at once. Your selections are remembered for that profile on your device, so the next visit keeps the same mix. Date range Pick a start and end date, then click Update to reload the charts for that span. The picker allows up to three months at a time — narrower ranges load faster and are easier to read. For more detail on the date controls, see Charts and date ranges. Trends to watch The dashboard pays off when you look at it regularly: - Spikes — sudden increases in challenging behavior, missed sleep, BP changes. - Drops — fewer interventions used, less behavior, better sleep. - Patterns — a behavior that always shows up on Wednesdays, a health change every full moon. - Correlations — environment changes lining up with health or behavior shifts. Exporting If your plan includes exporting, you'll see an Export PDF button at the top of the Dashboard. It produces a PDF of the charts for your selected range — set your date range and filters first. The Dashboard itself doesn't export to a spreadsheet; spreadsheet exports come from the Audit Log and MAR Reporting tabs. See Exporting PDF reports and Spreadsheet exports. Common questions - The dashboard looks empty. — Either the profile has no data in this range, your category filters are turned off, or you're viewing the wrong person. Click All, widen the date range, confirm you clicked Update, and check the profile switcher. - The numbers don't match what I expect. — Check your overlapping filters: the date range and which categories are turned on. Small date shifts (especially around midnight) can also change counts. - Can I customize the dashboard layout? — The layout is fixed, but you can change what's plotted using Multi/Line Graph, the category filters, and the date range. Related articles - Reading the audit log - MAR reporting - Charts and date ranges - Exporting PDF reports

2. Reading the audit log

The audit log is the "everything that happened" record for a profile. Where the Dashboard summarizes and charts, the audit log shows the raw, chronological list — every behavior, health entry, environment entry, comment, incident report, and MAR administration for the person you're viewing. Like the Dashboard, it's scoped to one profile — the one selected in the profile switcher. When to use it - Investigating something specific — what happened in the lead-up? - Compliance and reporting — show the full picture for a period. - Catching up on a profile after time away. - Tracking down who logged what when there's a discrepancy. Where to find it On the web 1. Select the profile in the profile switcher. 2. Click Analyze in the top menu, then choose the Audit Log tab (you can also let the menu drop down and select Audit Log). On mobile Tap the Analyze tab, then open the Audit Log sub-tab. The web is more comfortable for long scrolling and filtering. What you'll see Entries are grouped by date, most recent first. Each entry shows: - The category and item — for example a behavior, a health entry, an environment factor, or an incident report — with its value, duration, and time where they apply. - Who logged it — the staff member's name, or a "self-reported" marker when the person logged it themselves. - Related notes — any comments attached to an entry appear with it. Standalone progress notes (including EVV check-out notes) appear as their own entries. Filtering The audit log is long without filters. You have: - Category filters — turn individual categories on or off (multi-select), with All / Clear for bulk changes. - Date range — narrow to a period of interest, then click Update. - Search box — filter by keyword. The categories available depend on the profile and what's tracked, and commonly include: - Behavior categories — Desirable, Warning, Challenging, Intervention Strategies, and any custom categories your organization uses. - Environment — General Environment, Schedule Changes, External Influences. - Health Challenges and timed health — Overall Health, Food, Digestion (when tracked). - Medications — when MAR isn't tracked separately for the profile. - Activity — sleep, exercise, water, weight, blood pressure, and similar. - Self-Reporting — entries the person logged about themselves. - Progress Notes. - Incident Reports. - Comments. Combine filters to answer a question fast — for example "all Behavior entries in the last week containing 'aggression'." Edits and deletions - Edited entries — the audit log does not show the original (pre-edit) value, but it does record who made the change and when (you'll see this on comments). - Deleted entries — deleted items do not appear in the audit log. Exporting Apply your filters first, then export — the export uses your current filters. The audit log exports as: - PDF — a formatted document of the filtered entries with their notes. - XLS — a spreadsheet for further analysis. See Exporting PDF reports and Spreadsheet exports. Tips - Filter before scrolling. Unfiltered audit logs are overwhelming. - Use date ranges aggressively. Most questions are about a specific period. - Watch for gaps. A day with no entries on a normally-busy profile may be a logging gap to follow up on. Common questions - Why is the audit log so long? — You're probably looking at all categories over a wide range. Add filters. - Can I see who edited an entry? — The log records who made the change and when; it doesn't show the original value. - Can a Guest see the audit log? — Yes, for profiles they have access to. Related articles - Dashboard overview - MAR reporting - Exporting PDF reports - Spreadsheet exports

3. MAR reporting

MAR Reporting is the medication-record view under Analyze. It lays out a profile's medications against the dates in your range and shows how each administration went — given, skipped, or refused — along with who administered it. It's the third Analyze tab, alongside Dashboard and Audit Log. Who can see it MAR Reporting appears when all of these are true: - The profile has MAR tracking turned on. - Your plan includes MAR tracking. - You're a manager for the profile's organization, or you have MAR access for that profile. On a plan without MAR, the tab shows an upgrade prompt instead. Where to find it On the web 1. Select the profile in the profile switcher. 2. Open Analyze, then choose the MAR Reporting tab. On mobile Tap the Analyze tab, then open MAR Reporting. What you'll see A table with medications down the side and dates across the top. Each medication row shows the medication's name, quantity/dosage, route, and scheduled times. As-needed medications are marked PRN. Each date cell shows that day's administrations. For each one you'll see: - Time and status — given, skipped, or refused. - Who administered it. - Details where they apply — dose or time differences from the schedule, a reason, an outcome, and PRN effectiveness. - Change history — if an administration was edited, the cell shows what changed (from → to). Days with nothing scheduled show No record. Vitals such as weight and blood pressure appear in their own rows. Date range MAR Reporting uses the same date range picker as the rest of Analyze (up to three months at a time). For longer ranges, the report pages through the dates so large medication lists stay quick to load. Exporting If your plan includes exporting, the MAR Reporting tab offers: - Export PDF — a formatted medication record for the range. - Export XLS — a spreadsheet of the same data. For counted medications, the per-medication count report also exports to PDF and XLS. See Exporting PDF reports and Spreadsheet exports. Common questions - I don't see the MAR Reporting tab. — Check that the profile has MAR tracking on, that your plan includes MAR, and that you have MAR access for that profile. - A day shows "No record." — Nothing was scheduled or logged for that medication on that day. - An administration looks edited. — The cell shows the change history (from → to) so you can see what was adjusted. Related articles - Dashboard overview - Reading the audit log - Exporting PDF reports - Spreadsheet exports

4. Charts and date ranges

The Analyze charts summarize what was tracked for a person. Choosing a sensible date window and knowing which filters apply makes patterns much easier to see. Date range A single date range control sits at the top of Analyze and applies to the tab you're on (Dashboard, Audit Log, or MAR Reporting). 1. Pick a start and end date in the calendar. 2. Click Update to reload with that span. 3. The range can cover up to three months at a time. Narrower windows load faster and are easier to read. There are no quick presets ("Today", "Last 7 days") — you choose concrete dates. If you don't set a range, Analyze opens on roughly the last week by default. The dashboard charts On the Dashboard tab the charts stack like this: - Overall trend — a high-level summary of the profile's recent direction. - Frequency and duration — how often things happened and how long they lasted, controlled by the category filters below. - Multi Graph / Line Graph — a larger combined chart with two views. Multi Graph adds a timer control (to narrow the time-of-day window) and a toggle to draw bubble charts as scatterplots. This combined graph is web only. Category filters Below the charts, filter buttons turn each category's data on or off. Use All / Clear to switch everything on or off at once. Your selections are saved for that profile on your device. The available categories depend on what your organization tracks, and commonly include: - Behavior categories — Desirable, Warning, Challenging, Intervention Strategies, and any custom categories (names follow your organization's labels). - Environment — General Environment, Schedule Changes, External Influences. - Health Challenges and timed health — Overall Health, Food, Digestion (when tracked). Only categories that actually have data in the range show much; empty ones may show little or nothing. Reading the charts well - Check the axes — the same pattern looks different when the scale changes. - Pair with the audit log — open a noisy day's entries when a spike needs context. - One bad day isn't a trend — widen the range for a steadier picture. Time zones Dates and days follow the profile's time zone. So an entry logged late at night stays on the calendar day it was logged for that person — it isn't bumped to the next day. A profile gets its time zone from its location, so make sure the profile has a location set. If a profile has no location (and no time zone), the dashboard falls back to UTC, which can shift which day a late-night entry appears on. Setting the profile's location fixes this. Refreshing data After you click Update, the charts re-render for the new range. If you just logged data in another tab, refresh the browser to pull it in. Common questions - I changed the dates but nothing happened. — Pick the end date, then click Update. - The chart is empty. — Check the range, the profile, and the category filters: an over-narrow range or everything turned off can hide the data. - Can I save a custom layout? — Category filter selections persist per profile on your device; the date range you set each visit. Related articles - Dashboard overview - Reading the audit log - Exporting PDF reports

5. Exporting PDF reports

Sometimes you need a document you can read offline, print, or hand to a clinician or family member. Each Analyze tab can produce a PDF of what's on screen. PDF export appears when your plan includes exporting. Set your date range and filters first — the PDF reflects the current view. PDFs you can export from Analyze | Report | What it contains | Where | |--------|------------------|-------| | Dashboard PDF | The dashboard charts (overall trend, frequency, duration, and the Multi/Line graph) for the selected range | Dashboard tab | | Audit Log PDF | The filtered audit log entries, with their notes | Audit Log tab | | MAR PDF | The medication administrations in the range, with time, status, and who administered | MAR Reporting tab | Exporting a Dashboard PDF 1. Open the Dashboard tab. 2. Set the date range and category filters you want. 3. Click Export PDF. The PDF captures the charts as they appear on screen, so set your filters before exporting. Exporting an Audit Log PDF 1. Open the Audit Log tab. 2. Apply your filters — date range, categories, and search keyword. 3. Click Export PDF. The PDF includes every entry that matched your filters, with notes inline. Exporting a MAR PDF 1. Open the MAR Reporting tab. 2. Pick a date range. 3. Click Export PDF. The PDF lists the medication administrations in the range with their status (given/skipped/refused), time, and the staff member who administered. Tips for clean PDFs - Set filters first. PDFs reflect the current view. - Choose a focused date range. A wide audit log can run to many pages. - Check the data on screen first. If it looks wrong on screen, it'll look wrong in the PDF. What's not in PDFs - Videos — not playable in a PDF. - Interactive charts — flattened to static images. - Later changes — the PDF is a snapshot at export time; new entries aren't included until you re-export. Sharing PDFs securely PDFs can contain sensitive data: - Email with care — use encrypted email if your organization provides it. - Print only when needed and store securely. - Cloud uploads should be access-restricted. Common questions - Can I customize the PDF design? — Not currently; PDFs use BEHCA's standard layout. - Why does the PDF differ slightly from the screen? — The data is the same, but pagination and chart rendering can differ. - Can I schedule recurring reports? — Not currently — each export is on-demand. - My PDF won't download. — Try another browser, and make sure your filters return some data — an empty result can produce an empty PDF. Related articles - Dashboard overview - Reading the audit log - MAR reporting - Spreadsheet exports

6. Spreadsheet exports

Spreadsheet exports move Analyze data into Excel or Google Sheets for your own pivots, filtering, and calculations. They're more flexible than PDFs but less readable for a quick handover. In the Analyze section, spreadsheet exports come out as XLS files, and they're available from two tabs: | Export | What it contains | Where | |--------|------------------|-------| | Audit Log XLS | Every tracked entry and its comments, plus a summary and weather | Audit Log tab | | MAR XLS | Medication administrations in the range | MAR Reporting tab | The Dashboard tab doesn't export to a spreadsheet — it exports a PDF. Spreadsheet export appears when your plan includes exporting. Exporting 1. Open the Audit Log or MAR Reporting tab. 2. Set your date range (and, on the Audit Log, your category filters and search). 3. Click Export XLS. The file reflects your current filters, so set them first. What's in the Audit Log XLS The workbook has a few sheets: - Overview — a per-category summary: Section, Category, Item, Frequency, and Duration (minutes). - All Data + Comments — one row per entry, with Date, Section, Category, Item, Duration, Author, the Note text, when the note was created, and — for edited comments — Edited By and Edited At. - Weather — daily pressure, temperature, humidity, precipitation, and moon phase for the range. Dates and times Dates and times use your profile's date and time format, shown in the profile's time zone — not a fixed ISO format. If you're combining exports across profiles in different time zones, keep that in mind: a "9pm" in one profile is a different absolute moment from "9pm" in another. Common uses - Custom analysis — pull the audit log into a spreadsheet and pivot by category, time of day, or day of week to find patterns the standard charts don't show. - Sharing data — hand a colleague a spreadsheet they can sort and filter themselves. Privacy reminder Exports often contain identifying data (names, dates, descriptions). Treat them like any other sensitive document — encrypted storage, secure email, careful with cloud sync. Limitations - No images or videos. Spreadsheets are text only. - No formatting applied. Excel won't apply profile colors or special formatting; it's plain data. Common questions - Is there a JSON or API export? — Not for end users; the Analyze exports are PDF and XLS. - Can I schedule recurring exports? — Not currently — each export is on-demand. - Can a Guest export? — Yes for views they can see, when the plan includes exporting. - My export is empty. — Check your filters and date range — an over-narrow filter can return zero rows. Related articles - Dashboard overview - Reading the audit log - MAR reporting - Exporting PDF reports